Remote Sales Process & Lifecycle Specialist

YSI Incorporated; Tualatin (OR); On-site; USD 65,400 - 80,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) match

PTO

Parental leave

Tuition reimbursement

Volunteer program

Job summary

Xylem is hiring a Sales Process Specialist to support and improve sales and commercial processes that drive growth and customer experience. The role focuses on strengthening the order entry process for project-based sales and ensuring accurate, timely orders aligned with terms and contracts.

The ideal candidate will have a business-related degree, strong analytical and communication skills, and experience with CRM tools like Salesforce.

Qualifications

• Bachelor’s degree in Business, Marketing, or a related field or equivalent work experience that provides exposure to fundamental theories, principles and concepts.
• Strong analytical skills with the ability to interpret complex data.
• Proficiency in sales tools and software (e.g., Salesforce, CRM systems).

Responsibilities

• Validates & converts sales lead programs; maintains sales incentive stats, targeted campaigns and assists with specific business segment development.
• Coordinate and improve commercial processes related to proposal support, pricing workflow, contract review, forecasting, sales reporting, and order execution.
• Facilitates New Customer set-up; gathers and provides various forms for purpose of sale or account retentions (e.g. W9, COIs, etc.)
• Partner with sales, finance, operations, customer service, and project teams to resolve order-related issues and ensure clean handoff from commercial activity into execution.
• Distributes customer communications following sale and install; resolves complex or unusual requests and problems that may require a customized response; communicates solutions/information to the customer
• Reviews, edits, organizes and maintains proposal-related documents on the SharePoint site including requests for proposal, specifications and other supporting documentation for opportunities; generates proposals for existing customers and follows up based on direction of sales team
• Account management support; ensures CRM and process data is accurate for reporting; runs periodic CRM opportunity tracking reports and other ad hoc reports as requested; updates CRM data at the direction of team members and self
• Job package review, submission and tracking; supports and processes RMA requests
• Collaborating with other departments to improve overall customer experience
• Following up with customers to ensure satisfaction with products and services
• Staying updated on industry trends and competition to provide valuable insights to the sales team

Skills

Analytical skills

Communication skills

Independent & collaborative

Education

Bachelor’s degree in Business or related field

Tools

SalesForce

CRM systems

Job description

Xylem is hiring a Sales Process Specialist to support and improve sales and commercial processes that drive growth and customer experience. The role focuses on strengthening the order entry process for project-based sales and ensuring accurate, timely orders aligned with terms and contracts.

The ideal candidate will have a business-related degree, strong analytical and communication skills, and experience with CRM tools like Salesforce.